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Poll: Which FAANG is the most likely to decline in the years ahead?

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Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#641

Post by cstejerean »

webmaven wrote: post #633
cstejerean wrote: post #440

Earlier quoted context omitted.

Although I don’t think that the Marvel IP would have been as valuable in Netflix’s hands. Compare all of the early Marvel shows on Netflix compared to what Disney has done with the MCU.

> Although I don’t think that the Marvel IP would have been as valuable in Netflix’s hands. Compare all of the early Marvel shows on Netflix compared to what Disney has done with the MCU. I'm not sure what you're comparing. Netflix's Jessica Jones, Daredevil, and Luke Cage were standouts. WandaVision and Loki are certainly flashier, but are they really better shows?

I’m not saying those shows weren’t good, just that Disney has monetized the Marvel brand really well with a long streak of movies that are printing money, and sure a few shows to promote their streaming service.

4 out for the top 5 grossing movies of all time for Disney (adjusted for inflation) are Marvel IP. By comparison none of the Marvel shows on Netflix have been a commercial hit for Netflix. Looking at the list of most watched Netflix shows none of those make the cut.

Basically Disney is well suited to turn Marvel IP into dollars and Netflix just wasn’t.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#642

Post by Apofis »

jarjoura wrote: post #96

All of these companies are too big to fail at this point. They all have at least a decade of reserves to power through anything that gets thrown their way. However, I do predict that they will change in significant ways in the next decade. * Apple is one Supreme Court ruling away from ending their App Store monopoly that could disrupt the entire world, since it would also affect all other digital marketplaces. * Amaz…

Why is it so unbelievable that someone could disrupt any of these companies? Aside from Apple and Netflix I don't think the rest are doing a particularly good job. Apple iTunes had it's lunch eaten by Spotify (45.83B) and just look at https://killedbygoogle.com/

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#643

Post by cercatrova »

shaneprrlt wrote: post #275
scottlamb wrote: post #249

Earlier quoted context omitted.

> Does anyone use it? I think film students and the like. It's become a niche product, not a mass-market one.

Back in the day, people had these things called "lives" with irl friends and loved ones. Back then, watching a movie was a special thing you did that brought people together, they didn't need to binge 10 hours of content every night. A few movies a week was plenty.

But you can do the same thing with your friends with streaming services? How would that relate to whether or not DVDs are niche?

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#644

Post by Qub3d »

kaba0 wrote: post #612
epolanski wrote: post #519

Earlier quoted context omitted.

I think you underestimate stadia. I don 't use it myself, but know a lot of people playing on it and highly recommending the experience.

Isn’t that already discontinued?

Nope. I actually signed up for the free trial while I was out of state in December so I could quickly do a couple things and only bring along my MacBook (complete a few daily objectives on my MMO of choice).

I don't think streaming games will ever quite work out for something like a first person shooter or competitive scenes, but I was really impressed otherwise. I didn't notice input lag nearly as much as I thought I would.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#645

Post by matt-attack »

rurp wrote: post #498
ghaff wrote: post #309

Earlier quoted context omitted.

I see very little evidence that Netflix' data science has been a unique differentiator. For what they've developed, they have some hits and quite a few duds. Their licensed catalog is not exceptional--and even less exceptional when it comes to film. They'll likely mostly turn into another studio with a streaming platform.

To add to this, given the resources spent on it their UX is pretty bad and I don't think their data scientists are giving them much if any edge over the competition at this point. Features such as only using company generated ratings, aggressively cancelling shows, and the lack of ability to browse/sort/filter the catalog, in favor of Netflix pushing the recommendations they choose on users, is probably great for qua…

I actually find all their cover art to be extremely banal. There is a signature look to their content. It all feels very “made for tv” quality. I know that’s basically what it is.

Plus I hate their way of trying to soup up stale content by making various sexy versions of cover art. Like The Net with Sandra Bullock. A long forgotten, mediocre, and comically out-dated tech thriller. People were wandering right past it on Blockbuster Video shelves. That’s how old and stale it is. Yet Netflix goes and sources these sexy shots of Bullock in an attempt to get me to watch it. I find the whole thing very insulting.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#646

Post by perryizgr8 »

dexterdog wrote: post #623
perryizgr8 wrote: post #609

Earlier quoted context omitted.

This looks amazing. I have got to try it. Hopefully it works as seamlessly as Plex does.

I had been using Plex for many years and got sick of the way they try to force things like podcasts and web shows on you. I knew that advertising and library scanning was on the way if it wasn't already there so I switched to Jellyfin a couple of years ago. I have a number of friends and family that use my server as well and none of them have complained.

I tried Jellyfin. Although it is great for an open source project, it lacks polish. Especially on the android TV app, there are multiple obvious problems. I encountered too dealbreakers within the first half hour of usage:

- Resume does not work reliably

- Subtitles are ugly and un-configurable

I will keep monitoring it from time-to-time, and switch from Plex as soon as these 2 problems are fixed. Thanks for recommending, I have been on the lookout for such an app for a long time.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#647

Post by spacechild1 »

Jorengarenar wrote: post #344
lotsofpulp wrote: post #331

Earlier quoted context omitted.

The purpose of this poll eludes me due to including Netflix and excluding Microsoft.

Exactly, FAANG is a thing of the past, now the MAMAA is the Big Five (And TBH, it had been a surprise to be FANG, not FAMG to begin with)

Microsoft should have always been part of the Big Five. FAANG never made much sense.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#648

Post by Jorengarenar »

spacechild1 wrote: post #647
Jorengarenar wrote: post #344

Earlier quoted context omitted.

Exactly, FAANG is a thing of the past, now the MAMAA is the Big Five (And TBH, it had been a surprise to be FANG, not FAMG to begin with)

Microsoft should have always been part of the Big Five. FAANG never made much sense.

Exactly!

Although back in 2013 the criteria was: "totally dominant in their markets". AFAIK, Microsoft dominates only two markets (OS and office suites) and it's only if we limit ourselves to desktop; even then, it's not a total domination.

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#649

Post by iso1210 »

grishka wrote: post #273
iso1210 wrote: post #73

Earlier quoted context omitted.

All of that is way cheaper (currently) than cable. The biggest problem is finding what you want. Need a TV Guide for streaming, so I can search for say "The Martian", and it would tell me "This is on netflix in your country", or "this isn't available on subscription, but you can rent it on amazon for x.xx or buy it on apple tv for y.yy"

Still you have to go out of your way AND spend money, vs just opening your favorite torrent tracker, searching for whatever you want, and choosing the quality/codec/language. I've honestly never understood the appeal of not pirating.

Giving money to people creating the stuff you like to watch?

Re: Poll: Which FAANG is the most likely to decline in the years ahead?

#650

Post by AwaAwa »

Mayzie wrote: post #563
rurp wrote: post #498

Earlier quoted context omitted.

To add to this, given the resources spent on it their UX is pretty bad and I don't think their data scientists are giving them much if any edge over the competition at this point. Features such as only using company generated ratings, aggressively cancelling shows, and the lack of ability to browse/sort/filter the catalog, in favor of Netflix pushing the recommendations they choose on users, is probably great for qua…

> aggressively cancelling shows Ha, that is so true. Netflix is infamous for this. It’s to the extent that I cannot start watching a Netflix production unless I know it’s finished or if it’s a big hit from day one (so I know it won’t be cancelled, like The Witcher). It’s odd, because Netflix’s reputation for prematurely cancelling content without resolving their endings has extended to beyond just youth-dominated soc…

Netflix, where series are produced in beta.

Following in the footsteps of that other company starting with the alphabet G where products are in perpetual beta?

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